Motilal Oswal Innovation Opportunities Fund Direct Growth
Equity
Direct
Global - Other
NAV as on 12-03-2025
₹ 10.08
▲0.1%
1D
Inception Returns
0.8%
/yr
About Motilal Oswal Innovation Opportunities Fund Direct Growth
Motilal Oswal Innovation Opportunities Fund Direct Growth is an equity fund. This fund was started on 18 February, 2025. The fund is managed by Niket Shah. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Innovation Opportunities Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 0.
Returns
Motilal Oswal Innovation Opportunities Fund Direct Growth has given a CAGR return of 0.77% since inception.
Holdings
Motilal Oswal Innovation Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Consumer Cyclical, Communication, Real Estate, Health. Its top holdings are Bajaj Finance Ltd, Bharti Airtel Ltd, Prestige Estates Projects Ltd, InterGlobe Aviation Ltd, Global Health Ltd
Taxation
As it is a global - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Motilal Oswal Innovation Opportunities Fund Direct Growth
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Innovation Opportunities Fund Direct Growth has no lock in period.
Historical NAV & Returns
Motilal Oswal Innovation Opportunities Fund Direct Growth Overview
| Expense ratio | -- |
Benchmark | Nifty 500 Total Return Index TR IDR |
| AUM | ₹0 Cr |
| Inception Date | 18 February, 2025 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | If held for less than 24 months - slab rates. |
| LTCG | If held for more than 24 months - 12.5% without indexation. |
| Risk |   Very High Risk |
Fund Distribution
as on (31-Dec-69)
Top Growth Drivers | 1M Return |
|---|---|
 Global Health Ltd | 7.8% |
 Interglobe Aviation Ltd | 7.2% |
 Bajaj Finance Ltd | 1.5% |
Motilal Oswal Innovation Opportunities Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
Frequently Asked Questions for Motilal Oswal Innovation Opportunities Fund Direct Growth
Motilal Oswal Innovation Opportunities Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0% | 0% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Innovation Opportunities Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal Innovation Opportunities Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal Innovation Opportunities Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal Innovation Opportunities Fund Direct Growth | - | - | - |